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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUNITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $66,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,119 | $46,173+15.0% | $170,439-68.8% | $69,631-23.7% |
| Participation rate | 67.9% | 63.9%+4.0pp | 83.6%-15.7pp | 70.7%-2.8pp |
| Annual return | 16.35% | 21.62%-5.3pp | 205.94%-189.6pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $1,752 | $1,610+8.9% | $5,433-67.7% | $2,032-13.8% |
| Participant deferral / active EE | $1,758 | $2,080-15.5% | $4,939-64.4% | $3,224-45.5% |
| Admin fee / account holder | $222 | $116+91.2% | $13,881-98.4% | $110+100.8% |